BlackSky Technology Inc. (BKSY)
NYSE NYSE Primary 
BlackSky Technology Inc. (BKSY) Q1 2026 Earnings Call Transcript
BlackSky Technology Inc. (BKSY) Q1 2026 Earnings Call Transcript
BlackSky Technology (BKSY) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
Although the revenue and EPS for BlackSky Technology (BKSY) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
BlackSky Technology Inc. (BKSY) Reports Q1 Loss, Lags Revenue Estimates
BlackSky Technology Inc. (BKSY) came out with a quarterly loss of $0.82 per share versus the Zacks Consensus Estimate of a loss of $0.37. This compares to a loss of $0.42 per share a year ago.
BlackSky: Invest In The Full Picture
BlackSky Technology is initiated with a Buy rating and an 18-month price target of $40, citing strong sovereign intelligence demand and Gen-3 constellation momentum. BKSY's $345 million backlog, 32% YoY growth, and over 50% international revenue highlight a robust pipeline and global adoption, especially in the Indo-Pacific. The sovereign intelligence model and rapid Gen-3 satellite deployment underpin the growth thesis, while the government franchise provides a durable revenue floor.
3 Satellite Stocks To Check Out Before SpaceX's IPO
Elon Musk's SpaceX IPO, anticipated sometime this year, could be the biggest of all time based on a rumored valuation of $1.75 trillion—and savvy investors might want to start thinking about how other space stocks could be swept up for the ride. A number of companies in the burgeoning satellite industry may be primed for movement as the massive SpaceX event approaches, but more importantly, some of these firms have compelling investment theses all on their own.
BlackSky's Gen-3 Inflexion Meets High Market Expectations
BlackSky reported improved 4Q25 profitability, a 32% backlog increase to $345 million, and strong Gen-3-driven commercial traction, despite modest revenue growth. BKSY's investment case centers on scaling Gen-3 deployments, converting backlog into high-margin, recurring AI and imagery subscriptions, and achieving operating leverage. Valuation remains premium, with EV/sales at 8.6x forward, reflecting expectations for accelerated growth and margin expansion; execution risk is high if growth or capital discipline falters.
BlackSky Stock Is Trading Higher: What's New Today?
BlackSky Technology Inc (NYSE: BKSY) shares are on the rise Thursday. The company announced it has brought its fourth Gen‑3 satellite online in under a week.
BlackSky: Better Q4 Results, But Shares Are Still Expensive
BlackSky Technology delivered a decent set of Q4 results, with dramatic sequential revenue growth and signs of stabilization after a difficult year. However, revenues did miss expectations, and the 2026 guidance came in soft as well. Despite a significant Q4 revenue jump, persistent operating losses and a 7x price-to-sales multiple leave me bearish for the time being.
Why I See More Gen-3 Adoption For BlackSky In 2026
BlackSky (BKSY) is positioned for significant upside in 2026, driven by rapid Gen-3 satellite deployment and operational advances. Gen-3 satellites achieved full commercial operation in just 21 days, enhancing imagery capacity, reducing latency, and offering a competitive edge in defense applications. AI-driven Spectra analytics platform transforms raw satellite data into actionable intelligence, supporting BlackSky's ‘land and expand' strategy for deeper market penetration.
Why BlackSky Stock Is Just Too Cheap To Ignore
BlackSky Technology reported a disappointing 3Q25 with revenue down 13.1% YoY and a GAAP EPS loss of -$0.44, missing estimates. Despite weak results, BKSY's $322.7 million backlog is growing, with 91% from international contracts, and Gen-3 satellite demand is accelerating. Management maintains 2025 guidance, expecting Gen-3 launches to drive revenue and contract wins, especially as global conflicts boost surveillance demand.
BlackSky Technology Inc. (BKSY) Q3 2025 Earnings Call Transcript
BlackSky Technology Inc. ( BKSY ) Q3 2025 Earnings Call November 6, 2025 8:30 AM EST Company Participants Aly Bonilla - Vice President of Investor Relations Brian O'Toole - CEO, President & Director Henry Dubois - Chief Financial Officer Conference Call Participants Edison Yu Daniel Hibshman Timothy Horan - Oppenheimer & Co. Inc., Research Division Austin Moeller - Canaccord Genuity Corp., Research Division Gregory Burns - Sidoti & Company, LLC David Storms - Stonegate Capital Partners, Inc., Research Division Caleb Henry - Quilty Space Inc., Research Division Presentation Aly Bonilla Vice President of Investor Relations Good morning, and thank you for joining us. Today, I'm joined by our Chief Executive Officer, Brian O'Toole; and our Chief Financial Officer, Henry Dubois.
BlackSky Technology Inc. (BKSY) Reports Q3 Loss, Misses Revenue Estimates
BlackSky Technology Inc. (BKSY) came out with a quarterly loss of $0.35 per share versus the Zacks Consensus Estimate of a loss of $0.37. This compares to a loss of $0.66 per share a year ago.
